MetLife’s newest qualifying longevity annuity contract product is designed for use as an annuity-based retirement income distribution option for 401(k) retirement plans.
For advisors with clients deeply committed to their alma maters or their favorite charities, funding charitable gifting through annuities and life insurance offers unique advantages for the donor, the recipient institution and the insurance agent.
Legislation that would allow broker/dealers to provide research on exchange-traded funds (ETFs) to their clients has cleared the House Financial Services Committee by an overwhelming vote.
Never mind what financial experts say about women and investing. Here’s a true story about one woman’s approach to managing money.
Developing a uniform system for states to deal with the issue within a year has been deemed “essential” by the new committee, the Unclaimed Benefits Model Drafting (A) Subgroup.
The first rule to drafting buy-sell agreements is to avoid mistakes. But that’s not as easy as it sounds, said Terri Getman, an expert in using life insurance to fund buy-sell agreements.
A bill that would significantly reduce federal agencies’ authority to regulate insurance companies was reported out of committee today, despite it being unlikely to win enough votes in its present form to become law.
The Financial Stability Oversight Council (FSOC), in its annual report, appeared to voice particular concern with fixed index annuities.
Fixed index annuity sales were a bright spot in an otherwise dismal quarter for annuity sales.
Jefferson National, seller of the popular Monument Advisor family of variable annuities, has announced it is offering three new liquid…
Lincoln Financial Distributors has set its sights on beefing up its distribution of variable annuities through registered investment advisors (RIAs)….
A small army of financial advisors from the National Association of Insurance and Financial Advisors (NAIFA) will convene before lawmakers today to voice their concerns regarding the proposed broadening of fiduciary standards for retirement accounts.
The Supreme Court ruled that a retirement plan’s administrator must continually monitor funds once they are in a 401(k) plan.
Advisors will have a tough time promoting products such as annuities in educational materials without potentially violating the Department of…
Three death benefit options are available with Lincoln WealthAdvantage.
A Wall Street analyst raised his 2015 earnings estimates for MetLife and Prudential, but lowered them for Voya Financial.
Many clients’ expectations for retirement clash with reality.
Many consumers won’t buy life insurance because they feel daunted by the task. And, considering the current system, we can’t blame them.
The Department of Labor (DOL) extended the comment period on its fiduciary standard proposal by 15 days…
